FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Simon Says: AI transcription, captioning, and translation built for professional video and audio workflows. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Simon Says when translating subtitles for international distribution matters most. Try them side by side on real calls before deciding — needs vary by team.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
AI transcription, captioning, and translation built for professional video and audio workflows.
FinScribe is an AI meeting assistant focused on wealth and financial advisory client meetings. It joins virtual meetings on platforms such as Zoom, Microsoft Teams, Google Meet, and Webex as a note-taking participant, and supports in-person meetings through its mobile and web apps, then turns client conversations, financial consultations, and strategy sessions into structured, professionally formatted documentation. Beyond notes, FinScribe generates pre-meeting prep pages with agendas and background information, drafts follow-up emails summarizing decisions and action items, and pushes information into the user's CRM. It integrates with financial-services CRMs and tools including Salesforce, Redtail, Wealthbox, HubSpot, Practifi, Salentica, and others, along with Slack, Aircall, Google Calendar, and Zapier. The product emphasizes a recording-free approach in which meeting audio is discarded after notes are processed, SOC 2 Type II certification, MFA and SSO support, redaction of sensitive identifiers, and a commitment not to train its models on client data. FinScribe serves solo advisors, RIAs, asset management firms, private bankers, accountants, and family offices, and is a Y Combinator-backed company. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Simon Says is an AI transcription, captioning, and translation platform built for professional audio and video production workflows. Users upload audio or video and Simon Says transcribes the speech into text, with speaker identification to separate dialogue, and can generate subtitles and captions using built-in visual editing tools. The platform supports transcription and translation across roughly a hundred languages, making it useful for international distribution and localization. A defining characteristic is its focus on production environments: Simon Says integrates with industry-standard editing software such as Final Cut Pro, Adobe Premiere Pro, DaVinci Resolve, and Avid, so transcripts and captions can move directly into editing timelines. This positions it as a transcription and captioning layer for video editors, producers, post-production teams, and content creators rather than a meeting note-taker. It is aimed at professionals who need accurate, editable transcripts and subtitles that fit into established editing pipelines, as well as researchers and creators who need reliable speech-to-text and multilingual captioning. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Simon Says is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Simon Says |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI transcription with speaker identification |
| Standout feature | Compliance-oriented, structured meeting documentation | Subtitle and caption generation with visual editing |
| Team usage | Pre-meeting prep pages with agendas and background | Translation across many languages |
| Integrations | Automated follow-up emails with summaries and action items | Integrations with Final Cut Pro, Premiere Pro, DaVinci Resolve, and Avid |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Support for professional audio and video formats |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | AI transcription with speaker identification |
FinScribe
Choose FinScribe if you need documenting financial advisor client review and planning meetings — strengths include purpose-built for financial and wealth advisory client meetings.
Simon Says
Choose Simon Says if you need transcribing and captioning footage for video editing projects — strengths include integrates directly with professional video editing software.
FinScribe
Simon Says
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Simon Says is strong for transcribing and captioning footage for video editing projects. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Simon Says is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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